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Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
2176
Infrastructure Capital Advisors
New York
$1.55M +$218K +6,560 New
CWS
2177
Cypress Wealth Services
California
$1.55M +$66.4K +2,000 +6%
HPIA
2178
Hamilton Point Investment Advisors
North Carolina
$1.55M +$125K +3,750 +11%
WAM
2179
Walker Asset Management
Missouri
$1.54M -$29.2K -880 -2%
OFS
2180
OneAscent Financial Services
Alabama
$1.54M +$186K +5,590 +18%
GCM
2181
G2 Capital Management
Ohio
$1.54M -$129K -3,900 -10%
IWA
2182
IVC Wealth Advisors
Pennsylvania
$1.54M +$8.96K +270 +0.7%
QT
2183
Quantamental Technologies
New York
$1.53M -$235K -7,090 -16%
CCM
2184
Crew Capital Management
Ohio
$1.53M +$130K +3,910 +12%
AGC
2185
Aspen Grove Capital
Colorado
$1.53M +$154K +4,640 +15%
BG
2186
Bahl & Gaynor
Ohio
$1.53M +$86.3K +2,600 +8%
GC
2187
Gruss & Co
Florida
$1.52M -$465K -14,000 -28%
FCA
2188
FinTrust Capital Advisors
South Carolina
$1.52M +$830K +25,000 +79%
HVP
2189
Hudson Value Partners
Florida
$1.52M +$407K +12,260 +52%
BSAM
2190
Blue Square Asset Management
New York
$1.52M +$497K +14,960 +72%
CAM
2191
Claret Asset Management
Quebec, Canada
$1.51M -$647K -19,480 -35%
AIA
2192
Alera Investment Advisors
Illinois
$1.51M +$447K +13,460 +60%
DA
2193
Drake & Associates
Wisconsin
$1.51M +$98.9K +2,980 +9%
CG
2194
Corundum Group
Colorado
$1.51M -$2.06M -62,160 -64%
BM
2195
Brandywine Managers
Delaware
$1.51M – – –
BCCM
2196
Bridge Creek Capital Management
Massachusetts
$1.5M – – –
KOMWMG
2197
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.5M -$162K -4,880 -12%
SFO
2198
Stokes Family Office
Louisiana
$1.5M -$319K -9,600 -21%
GIA
2199
Guyasuta Investment Advisors
Pennsylvania
$1.5M -$55.4K -1,670 -5%
AFPL
2200
Advus Financial Partners, LLC
Florida
$1.5M +$16.9K +510 +1%
86 87
88
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